Looking for a CRM for Gmail? Insightly integrates with the tools you are already using, so you can stay focused on your business, not your technology. 90% of your customer communication takes place in your email inbox. Now you can extract valuable customer information buried deep within your Gmail inbox and leverage it for contact management and lead management tasks. Our Insightly Sidebar Chrome browser extension gives you easy access to your Insightly CRM account while you’re viewing your Gmail inbox.
* Must be a current Insightly customer to download the Gmail Sidebar App in the Chrome Web Store.
View Gmail contacts
View Insightly information for an email contact or lead, click the Sidebar’s Insightly icon and point your mouse cursor to the email contact. The contact’s name will appear in the title of the Sidebar. Navigate through the other icons to view related records.
Add Gmail contacts
Create a new Insightly contact or lead from new prospective customers or inquiries you receive in your Gmail inbox.
Save email messages
Save messages from your inbox or sent folder to Insightly from Gmail. Keep track of sent customer emails by using clicking a ‘Send & Save to Insightly’ icon button to send the message and save it to Insightly in one step.
Manage CRM for Gmail on the go
Our Android and iPhone compatible mobile CRM app makes it easy to access your contacts, tasks and projects whether you’re away from the office.